Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Estate Tax Uncertainty Continues
By John BockWe have a difference of opinion as to whether Congress can retroactively promulgate tax reform legislation, should they pass any.
February 14, 2010
Don't Hold Your Breath That Congress Will Act On BudgetThe budget submitted by President Obama has many positives and some negatives for the life insurance industry.
January 20, 2010
Estate tax remains in limboFor the first time since 1915, the United States has no estate tax. And a lot of planners and their clients are left to deal with the uncertainty this situation has created.
January 20, 2010
Estate tax remains in limboFor the first time since 1915, the United States has no estate tax. And a lot of planners and their clients are left to deal with the uncertainty this situation has created.
January 14, 2010
No Solution In Sight For Estate Tax FixAction this month on legislation restoring the estate tax, even for an interim period, is unlikely, despite the problems the lapse of the estate tax is causing.
January 13, 2010
No Solution In Sight For Estate Tax FixAction this month on legislation restoring the estate tax, even for an interim period, is unlikely, despite the problems the lapse of the estate tax is causing.
January 11, 2010
Editor's Choice for the Week of January 11, 2009: Trade, Inflation, and EarningsWhat's happening this week.
January 08, 2010
Healthcare reform's dilemmaHealthcare reform isn't gaining many new followers, new Gallup poll results indicate.